Financial Advisory - Service Advisor
About The Position
At U.S. Financial Services, a boutique wealth management firm, we provide highly personalized financial planning and investment advisory services to individuals and families. Our philosophy is rooted in long-term client relationships, thoughtful and unbiased advice, and a commitment to continuous professional development. We pride ourselves on delivering clarity and confidence to the families we serve, and we foster a collaborative environment where team members can grow meaningful, lasting careers in wealth management. We are seeking a Service Advisor who is energized by client interaction, committed to delivering exceptional service, and eager to contribute to a planning-centric advisory team. This role is ideal for someone who thrives in a relationship-driven environment and wants to play a meaningful part in clients’ long-term financial journeys. This position represents a significant career opportunity: you will play a central role in transitioning and servicing an existing, well-established book of business, building trust with clients who value high-touch communication and continuity. You will work closely with Lead Advisors to ensure clients receive the personalized, proactive guidance our firm is known for.
Requirements
- Four-year college degree, or equivalent work experience
- CFP® designation required
- Series 65 or 66 required
- Strong written and verbal communication skills
- Excellent computer skills (Outlook, Excel, Word, PowerPoint, and Zoom)
- Familiarity with CRM systems
- Ability to manage multiple tasks in a fast-paced, collaborative environment
Nice To Haves
- 5+ years of experience in financial planning, wealth management, or financial services
- Experience with financial planning software (eMoney preferred)
Responsibilities
- Identify clients’ financial objectives and life goals
- Develop and present financial plans and investment recommendations
- Continuously monitor and update plans and portfolios as clients’ needs change
- Oversee creation of client deliverables and ensure deadlines are met
- Document all client communications and meeting outcomes
- Track and complete client requests and follow-up tasks, partnering with Client Services
- Deliver an exceptional client experience
- Develop tailored client relationship strategies
- Build strong relationships by understanding each client’s unique situation
- Communicate clearly with clients across all channels (virtual, in-person, phone, email)
- Explain financial concepts in an accessible, customized manner
- Support prospect engagement, relationship building, and onboarding
- Deepen existing client relationships, including consolidation of outside assets
- Deliver service that inspires client referrals
- Model exemplary client service, teamwork, and positive change
- Contribute to advancing long-term company goals and initiatives
- Collaborate effectively across teams with clear expectations and constructive feedback
- Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
